If you've received our PIM Cloud account migration email, follow these steps or watch the video to migrate each office device using PIM.
It's important to be aware that as part of the update or migration to PIM Cloud, there's no need to delete the app, as doing so will result in the loss of all inspections and settings from your device.
Step 1: Explore our PIM Cloud Dashboard Overview Guide. To access the new PIM Cloud dashboard on your desktop via our website, follow these steps:
- 1. Navigate to the PIM Website - https://www.propertyinspectionmanager.com/
- 2. Click on 'Sign Up/Login' at the top right corner.
- 3. Select 'PIM Cloud' then use the new login details provided in the migration email to log in.
Once you're logged in, personalize your report templates in the PIM Cloud to reflect your brand identity with the help of our guide. This comprehensive guide will provide step-by-step instructions on configuring your logo, choosing your brand's colour scheme, and incorporating your office details. Learn more about PIM Cloud.
PIM Website
Logging into the PIM Cloud Dashboard on your desktop
Step 2: Check you are using the latest version of PIM (v5.2.2 or higher). You can install the latest PIM update by navigating from your Home Screen to the App Store tap on your Avatar (top right corner) and swipe down to refresh the app update list Tap Update next to PIM. For detailed instructions found out more.
Step 3: Once your PIM app has been updated to the latest, in the PIM App log out by tapping Settings > Logout. Then all you need to do is log back in again with your new PIM Cloud account details and enable USE Cloud BEFORE tapping Login.
If you have customised templates you will have specific instructions for which template to select.
If you are the primary contact for your account, we've created one user with the MANAGER role by default for your office. After completing the above changes, assess if your team needs additional users, and you can add them through the dashboard. Once you've reviewed this, kindly inform your team members. Please note that your existing inspections are not automatically uploaded to the new PIM Cloud Dashboard. For guidance on saving existing inspections to the PIM Cloud Dashboard, refer to our guide titled 'Saving Inspections'.
Need help on any of the above? Just contact us!